Martin Ogrady, financial advisor Chicago IL

Martin Ogrady

CRD Number: 1290893
Current Firm: Bmo Asset Management Corp.

Martin Ogrady (CRD# 1290893) is an Investment Advisor Representative working at Bmo Asset Management Corp. in Chicago, IL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Bmo Harris Financial Advisors, Inc. Milwaukee, WI Aug 2012 - Current 11
Harris Investment Management Inc. Chicago, IL Jun 2012 - Current 11
M&i Brokerage Services, Inc. Milwaukee, WI Jan 1999 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Martin J. Ogrady
Phone Number: 312-461-4002
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,585
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $305,658,044
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IL, IN, WI

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